- Tractor Supply’s second quarter net sales reached $4.44 billion, marking a 4.5% increase year-over-year, surpassing the estimate of $4.39 billion.
- Earnings per share (EPS) stood at 81 cents.
- The gross margin was reported at 36.9%, consistent with estimates and slightly up from the previous year’s 36.6%.
- The average transaction value increased to $63.68, exceeding the estimated $63.13 by two estimates.
- Retail space grew to 39.76 million square feet, increasing by 3.6% from last year, slightly below the estimate of 39.80 million square feet.
- The Tractor Supply store count rose to 2,335, a 3.6% year-over-year enhancement, surpassing the estimate of 2,329 stores.
- Petsense store count increased slightly by 1% to 207, slightly below the estimate of 208.73 stores.
- Tractor Supply plans to execute share repurchases ranging from $325 to $375 million for the full year, a reduction from prior expectations.
- CEO Hal Lawton expressed satisfaction with the second quarter performance despite delayed spring, emphasizing continued core category strength and execution.
- Despite economic uncertainties, the company reaffirmed its 2025 financial outlook based on year-to-date performance and future visibility.
- Investment assessment shows 15 buy ratings, 16 hold ratings, and 3 sell ratings for Tractor Supply.
Tractor Supply Company on Smartkarma
Independent analysts at Baptista Research are providing bullish insights on Tractor Supply Company (TSC) on Smartkarma, a platform for top independent analysts. In their report titled “Tractor Supply Company’s PetRx Play: Could This Be the Ultimate Disrupter in Pet Medication?” the analysts highlighted TSC’s first-quarter results for 2025, showcasing strong operational execution despite challenges in the macroeconomic environment. The company recorded a record $3.47 billion in total sales, a 2.1% increase, driven by robust transaction growth. However, a decline in average ticket size, attributed to adverse weather conditions and product mix shifts, tempered the sales figures.
Moreover, in another report by Baptista Research titled “Tractor Supply’s Allivet Acquisition: The Expansion of Pet and Animal Prescription Services To Change The Game! – Major Drivers,” the analysts discussed TSC’s mixed results for the fourth quarter and fiscal year 2024. With net sales nearing $14.9 billion and digital sales surpassing $1.1 billion, the company is making strategic moves to grow its pet and animal prescription services. The analysts’ bullish sentiment on TSC reflects optimism regarding the company’s initiatives amidst a challenging business landscape.
A look at Tractor Supply Company Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Tractor Supply Company, a retail farm store chain in the US, shows a promising long-term outlook based on its Smartkarma Smart Scores. The company scores well in Momentum, indicating a strong positive trend in its market performance. Additionally, Tractor Supply Company demonstrates good prospects in Dividend, Growth, and Resilience, all suggesting a stable and potentially growing future. While its Value score is moderate, the overall ratings favorably position the company for sustained success.
Targeting hobbyists, farmers, ranchers, contractors, and tradesmen, Tractor Supply Company offers a wide range of farm-related products. With solid scores across key factors like Growth and Resilience, the company seems well-equipped to navigate future challenges and capitalize on opportunities for expansion. Its strong performance in Momentum further underlines its positive trajectory, indicating a well-positioned player in the retail farm store sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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